Projetly

The platform reviews buyer activity across emails, meetings, and shared documents to identify who's involved in a deal and how engaged each contact is. It flags warning signs, such as a key contact going quiet or a deal depending on a single point of contact, and suggests a next step with reasoning attached. The summary updates on its own as the deal moves forward, and the rep decides whether to act on any recommendation.

Projetly provides a dedicated portal for clients and partners to track deal progress, view milestones, and access shared documents. External stakeholders gain visibility without accessing internal workspaces. This approach cuts down status update requests, streamlines collaboration, and keeps everyone aligned throughout the customer journey.

Teams can build no-code forms and surveys for discovery calls, approvals, and onboarding requirements. These can be embedded inside deal rooms and active projects instead of using separate tools. Responses convert into tasks and milestones, and forms can be shared externally with customers and partners through controlled, secure links.

Proposals, case studies, training files, and contracts stay organized by deal or project in one central hub, with tags to keep large libraries searchable. Teams can write and edit shared documents together for internal knowledge, and share files externally through access-controlled links. They can also collect e-signatures without a separate tool and see when a buyer opens or reviews a shared document.